Establishing and protecting an Estate's Assets - Including property, chattels, bank accounts and investments!

03sep12:00 pm1:00 pmEstablishing and protecting an Estate's Assets - Including property, chattels, bank accounts and investments!

Event Details

In this expert webinar, Michael Marlow from Hammer Price Homes will discuss the importance of due diligence and taking a forensic approach as an Executor of an Estate. He will discuss in depth:

  • The importance of conducting a thorough document search – what to look for:
    • Wills / Funeral Plans / Deeds / Pensions / Financial positions etc
  • Insurance requirements if a property is unoccupied.
  • The importance of regular property checks, maintenance and when to consider a drain down.
  • Valuing Assets and the impact on IHT – know its worth!
  • Asset disposal – selecting the right method of sale.

Register Here: https://estateresearchlearninghub.co.uk/upcoming-webinars

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Time

September 3, 2024 12:00 pm - 1:00 pm(GMT+00:00)

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